Tony Roth Email and Phone Number
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As chief investment officer (CIO) of Wilmington Trust Investment Advisors, Inc.—the investment advisory arm of Wilmington Trust and M&T Bank—Tony leads the development and delivery of investment services for wealth, institutional, and brokerage clients. These responsibilities include setting strategic direction for the firm’s investment activities as well as oversight of economics, asset allocation, manager research, portfolio construction, proprietary asset management, and nontraditional investments. Tony chairs the firm’s Investment Committee. He also hosts the podcast, Capital Considerations with Tony Roth, which received the Gramercy Institute’s 2021 Asset Management Marketing Award for outstanding content.Before joining Wilmington Trust, Tony was CIO for Aquitaine Management in New York. Previously, he was CIO at UBS Wealth Management Americas, where he founded the Ultra High Net Worth Chief Investment Office. Earlier in his career, Tony was founder and co-head of the Advisory Services Division at Bear, Stearns & Co. Inc., served as director of the Family Wealth Group at Sanford C. Bernstein & Co., and was a tax attorney at Cleary Gottlieb in New York.Tony earned his law degree from Harvard Law School. He holds master’s degrees in French and international tax law from Université Panthéon Sorbonne, and graduated magna cum laude from Brown University with a degree in philosophy. Specialties: asset management, asset allocation, wealth management, portfolio construction, tax law
Wilmington Trust
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Chief Investment OfficerWilmington Trust Oct 2014 - PresentWilmington, De, UsDevelop and deliver investment services for wealth, institutional and brokerage clients, as well as provide strategic direction for the firm's asset management investment activities. -
Chief Investment OfficerAquitaine Management 2013 - 2014
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Chief Investment Officer, Private Wealth ManagementUbs Wealth Management Jan 2010 - Dec 2012Zurich, ChDeveloped investment and portfolio strategy for ultra high net worth, endowment and pension segments. Scope included capital market assumption, strategic and tactical allocation development, investment and portfolio strategy, manager research, desktop analytics and risk management. -
Head, Wealth Management StrategiesUbs Wealth Management Jan 2010 - Dec 2012Zurich, ChResponsible for multiple business lines for UBS Wealth Management Americas, including Investment Strategy, Wealth Planning, long-only Manager Research, Ultra-High Net Worth field consultants (both investment and advanced planning) and desktop tools and risk analytics. -
Head, Pwm Consulting And Portfolio Advisory GroupsUbs Wealth Management Aug 2008 - Dec 2009Zurich, Ch -
Co-Head, Advisory Services DivisionBear Stearns Oct 2000 - Jun 2008Founder and Head, Wealth Management Services Group prior to assuming role of Co-Head, Advisory Services Division
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Director, Wealth Management GroupSanford C. Bernstein Oct 1999 - Oct 2000New York, Ny, UsLed a team focused on creating personalized, holistic wealth planning solutions for individuals, families and business owners. Organized continuous education programs to help the team identify unique opportunities for clients. -
Associate, Tax And Trusts & Estates GroupsCleary Gottlieb Aug 1993 - Oct 1999Helped guide strategic research for the firm on estate, tax, and charitable planning, estate and trust administration, tax related controversies, wealth management, and estate and gift tax related planning topics.
Tony Roth Skills
Tony Roth Education Details
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Harvard Law SchoolLaw -
University Of Paris I: Panthéon-SorbonneDroit Fiscal Internationale (International Tax Law) -
Brown UniversityPhilosophy -
Phillips Academy, AndoverHigh School Diploma
Frequently Asked Questions about Tony Roth
What company does Tony Roth work for?
Tony Roth works for Wilmington Trust
What is Tony Roth's role at the current company?
Tony Roth's current role is Chief Investment Officer, Wilmington Trust, N.A., a subsidiary of M&T Bank (NYSE:MTB).
What is Tony Roth's email address?
Tony Roth's email address is to****@****hoo.com
What is Tony Roth's direct phone number?
Tony Roth's direct phone number is (855) 862*****
What schools did Tony Roth attend?
Tony Roth attended Harvard Law School, University Of Paris I: Panthéon-Sorbonne, Brown University, Phillips Academy, Andover.
What skills is Tony Roth known for?
Tony Roth has skills like Portfolio Management, Wealth Management Services, Financial Services, Securities, Equities, Hedge Funds, Capital Markets, Fixed Income, Series 7, Investments, Derivatives, Investment Banking.
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